Licensed Client Services & Executive Assistant

NextPath Career Partners; Tampa (FL); On-site; USD 65,000 - 70,000; Full time

Benefits offered by this job

Job summary

NextPath Workforce Solutions is seeking a Client Services / Executive Assistant for our client’s team in Tampa, FL. This onsite, direct hire role offers a salary of $65,000–$70,000 depending on experience. Visa sponsorship is not available; only candidates authorized to work in the US without sponsorship should apply.

The role requires 3–5 years of EA/Client Services experience and a Series 7 license. The successful candidate will handle detailed client meeting notes, daily communications, and

Qualifications

• 3–5 years of EA / Client Services experience.
• Series 7 license required.
• Professional demeanor with heavy client interaction.
• Experience with high-net-worth/financial clients.
• Bachelor’s degree not required.

Responsibilities

• Take detailed notes during client meetings.
• Support daily client communication and follow-up.
• Assist with meeting agendas and note tracking.
• Support operational tasks, including daily summaries.
• Manage client documentation and follow-up actions.
• Support team coordination and cross-training as needed.

Skills

EA / Client Services

Series 7 License

High-net-worth Clients

Professional Demeanor

Collaborative Mindset

No Degree Required

Job description

NextPath Workforce Solutions is seeking a Client Services / Executive Assistant for our client’s team in Tampa, FL. This onsite, direct hire role offers a salary of $65,000–$70,000 depending on experience. Visa sponsorship is not available; only candidates authorized to work in the US without sponsorship should apply.

The role requires 3–5 years of EA/Client Services experience and a Series 7 license. The successful candidate will handle detailed client meeting notes, daily communications, and